Jacobi Capital Management’s Xcel Energy XEL Stock Holding History

Jacobi Capital Management’s Portfolio XEL Stock Details XEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$217K	Hold	2,701	–	–	0.01%	623
2026 Q1	$215K	Buy	+2,701	New	+$212K	0.01%	605
2025 Q4	–	Sell	-2,701	Closed	-$218K	–	623
2025 Q3	$218K	Buy	+2,701	New	+$195K	0.01%	575
2020 Q4	–	Sell	-365	Closed	-$25K	–	1380
2020 Q3	$25K	Hold	365	–	–	﹤0.01%	625
2020 Q2	$23K	Hold	365	–	–	﹤0.01%	621
2020 Q1	$22K	Buy	+365	New	+$23.8K	﹤0.01%	561

Other funds holding XEL

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Jacobi Capital Management's XEL Position: Q2 2026 in Review

Jacobi Capital Management held its Xcel Energy (XEL) position steady in Q2 2026 at 2,701 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #623.

Jacobi Capital Management first reported a position in XEL in Q1 2020 and has held it in 6 quarters since. The position peaked at $218K in Q3 2025. 522 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

Jacobi Capital Management held 2,701 shares of Xcel Energy worth $217K as of Q2 2026.
Jacobi Capital Management left its Xcel Energy share count unchanged in Q2 2026.
Xcel Energy made up 0.01% of Jacobi Capital Management's portfolio in Q2 2026, its #623 holding.
Jacobi Capital Management first reported a position in Xcel Energy in Q1 2020 and has held it in 6 quarters since.
Jacobi Capital Management's Xcel Energy position peaked at $218K in Q3 2025.
522 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.